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JPMorgan Chase
JPM

Overview Fund Activity

2,773 hedge funds and large institutions have $199B invested in JPMorgan Chase in 2020 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,260 increasing their positions, 1,184 reducing their positions, and 227 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,773
Holders Change
-109
Holders Change %
-3.78%
% of All Funds
61.25%
Holding in Top 10
443
Holding in Top 10 Change
-327
Holding in Top 10 Change %
-42.47%
% of All Funds
9.79%
New
159
Increased
1,260
Reduced
1,184
Closed
227
Calls
$3.19B
Puts
$4.42B
Net Calls
-$1.23B
Net Calls Change
+$710M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$8.2B
2
Bank of America
Bank of America
North Carolina
$5.76B
3
Viking Global Investors
Viking Global Investors
Connecticut
$368M
4
GRQ
Gardner Russo & Quinn
Pennsylvania
$345M
5
Charles Schwab
Charles Schwab
California
$1.62B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.14B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.2B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$4.18B
4
Goldman Sachs
Goldman Sachs
New York
$1.35B
5
AAMU
Amundi Asset Management US
Massachusetts
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.59B +$130M +1,448,572 +9%
UBS Group
27
UBS Group
Switzerland
$1.58B -$308M -3,419,944 -16%
Goldman Sachs
28
Goldman Sachs
New York
$1.35B -$454M -5,047,949 -25%
UBS AM
29
UBS AM
Illinois
$1.34B +$61.3M +681,424 +5%
Dodge & Cox
30
Dodge & Cox
California
$1.22B -$49.5M -550,068 -4%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$1.21B +$83.1M +932,660 +7%
Capital Research Global Investors
32
Capital Research Global Investors
California
$1.14B -$1.35B -14,948,902 -54%
AllianceBernstein
33
AllianceBernstein
Tennessee
$1.06B +$14.5M +160,778 +1%
PPA
34
Parametric Portfolio Associates
Washington
$1.03B -$3.66M -40,620 -0.4%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$984M -$71.5M -794,231 -7%
Boston Partners
36
Boston Partners
Massachusetts
$856M -$66.2M -735,956 -7%
Deutsche Bank
37
Deutsche Bank
Germany
$847M -$53.1M -589,972 -6%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$810M -$8.35M -92,794 -1%
APG Asset Management
39
APG Asset Management
Netherlands
$788M -$11.1M -123,431 -1%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$755M -$28.6M -318,128 -4%
LSV Asset Management
41
LSV Asset Management
Illinois
$755M -$43M -477,650 -5%
EVM
42
Eaton Vance Management
Massachusetts
$715M +$25.4M +281,873 +4%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$697M +$14.7M +163,740 +2%
Principal Financial Group
44
Principal Financial Group
Iowa
$660M -$8.27M -91,833 -1%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$652M -$19.6M -224,456 -3%
DSA
46
Davis Selected Advisers
Arizona
$651M -$13.9M -154,459 -2%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$642M -$27.2M -302,481 -4%
CS
48
Credit Suisse
Switzerland
$636M +$28.6M +317,336 +5%
ClearBridge Investments
49
ClearBridge Investments
New York
$604M +$6.44M +71,563 +1%
PI
50
Putnam Investments
Massachusetts
$584M -$132M -1,471,605 -18%
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